January 2018

29
Jan

Wondering How Tax Reform Will Affect Your Retirement Savings Plans? Executive Director Jim Poolman Weighs In.

Wondering How Tax Reform Will Affect Your Retirement Savings Plans? Executive Director Jim Poolman Weighs In. With President Trump signing the most sweeping overhaul of the U.S. tax reform system in more than twenty years, you may be questioning the future of your retirement planning portfolios. Even though no notable retirement plan provisions were included in the final tax bill,

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29
Jan

Wondering How Tax Reform Will Affect Your Retirement Savings Plans? Executive Director Jim Poolman Weighs In.

Wondering How Tax Reform Will Affect Your Retirement Savings Plans? Executive Director Jim Poolman Weighs In. With President Trump signing the most sweeping overhaul of the U.S. tax reform system in more than twenty years, you may be questioning the future of your retirement planning portfolios. Even though no notable retirement plan provisions were included in the final tax bill,

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24
Jan

Join Us for a Special “Insure Your Love” Twitter Chat on Valentine’s Day

Join Us for a Special “Insure Your Love” Twitter Chat on Valentine’s Day Join Life Happens as we moderate a Twitter Chat focused around romance, couples and finances during Insure Your Love Month. We anticipate plenty of activity from consumers, the media, insurance companies, agents and advisors. We hope the chat helps promote how important financial fitness, including having adequate

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